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userkorovesis
Level 1

Custom customers fields

hello, please let me know if there is any way I can create custom fields to a customer's profile.

1 Comment 1
SarahannC
Moderator

Custom customers fields

Hello there, userkorovesis.

 

Creating custom fields can be done in the transactions in QuickBooks Online. Instead of adding fields to a customer's profile, we can enter some information in the Notes section. Let me show you how:

 

  1. Go to Sales on the left panel.
  2. Within the Customers tab, select a customer or add a new one.
  3. Click Notes. Then, add the details you want to include in your customer's profile.
  4. Once done, click the Save button.

 

You may want to visit our blog website from time to time, so you'll be informed of our latest news and updates, including product improvements. Also, I'm adding some articles below where you can get additional information about editing customer's details and managing your customer and income with QBO:

 

 

Don't hesitate to comment below if you have other questions. Stay safe and have a good one!